Namely Setup Guide Lite

Follow our setup guide to connect Namely to Fivetran.

Prerequisites

To connect Namely to Fivetran, you need access to an active Namely account.

IMPORTANT: Only use an HTTPS URL with TLS version 1.2 or above.

In the connection setup form, enter your Destination schema name.
Enter your company name in the subDomain field.
Click Authorize. You are redirected to your Namely account to authorize Fivetran's access. We recommend that you have the Administrator access role when setting up the connection because a user with lesser privileges might not be allowed to access some of the Namely APIs.
Log in to your Namely account and allow Fivetran to connect. You will be redirected back to Fivetran.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
Click Save & Test. Fivetran will take it from here and sync your data from your Namely account.